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First South Bancorp, Inc. (North Carolina) FSBK (*NASDAQ)

Headquarters: United States 1311 Carolina Avenue Washington, NC, U.S.A. 27889 2529464178 www.firstsouthnc.com

First Southern Bancshares, Inc.

Headquarters: United States 102 S. Court Street Florence, AL, U.S.A. 35630 2567647131 www.firstsouthern.com

First State Bancorporation

Headquarters: United States 7900 Jefferson Northeast Albuquerque, NM, U.S.A. 87109 5052417500 www.fsbnm.com

First State Financial Corp. FSTF (*Pink Sheets (USA))

Headquarters: United States 22 South Links Avenue Sarasota, FL, U.S.A. 34236 9419299000 www.firststatefl.com

First Horizon Corp. FHN (*NYSE)

Headquarters: United States 165 Madison Avenue Memphis, TN, U.S.A. 38103 9018186232 www.fhnc.com

First United Corp. FUNC (*NASDAQ)

Headquarters: United States 19 South Second Street Oakland, MD, U.S.A. 21550-0009 3013344715 www.mybankfirstunited.com

First West Virginia Bancorp, Inc. FWV (*NYSE Amex)

Headquarters: United States 1701 Warwood Avenue Wheeling, WV, U.S.A. 26003 3042771100 www.progbank.com

Firstbank Corp. FBMI (*NASDAQ)

Headquarters: United States 311 Woodworth Avenue Alma, MI, U.S.A. 48801 9894633131 www.firstbankmi.com

FirstCity Financial Corp.

Headquarters: United States 6400 Imperial Drive Waco, TX, U.S.A. 76712 2547612800 www.fcfc.com

FirstEnergy Corp. FE (*NYSE)

Headquarters: United States 76 South Main Street Akron, OH, U.S.A. 44308-1890 3307617837 www.firstenergycorp.com

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Impax Sustainable Allocation Fund PAXWX,PAXIX,PAXRX Social-Social

30 Penhallow Street, Suite 400, Portsmouth, NH, United Kingdom 03801-3853

Nuveen PA Municipal Bond Fund FPCCX,FPMBX,FPNTX,NBPAX,FPNTX.lw

John Nuveen & Co. Inc., Chicago, IL, United States 60606

Royce Small-Cap Fund RPMIX,PENNX,RYPCX,RYPFX,RPMRX,RPMKX

One Franklin Parkway, Building 970, 1st Floor, San Mateo, CA, United States 94403

BNY Mellon MidCap Index Fund DMIDX,PESPX

240 Greenwich Street, New York, NY, United States 10286

BNY Mellon S&P 500 Index Fund PEOPX

240 Greenwich Street, New York, NY, United States 10286

Permanent Portfolio Versatile Bond Port PRVDX,PRVHX,PRVDX.lw,PRVBX

600 Montgomery Street, Suite 4100, San Francisco, CA, United States 94111

Boston Trust Asset Management Fund BTBFX Social-Social

100 SUMMER STREET, Boston, MA, United States 43229

Permanent Portfolio Permanent Port® PRPHX,PRPDX,PRPDX.lw,PRPFX

600 Montgomery Street, Suite 4100, San Francisco, CA, United States 94111

Permanent Portfolio Short-Term Trs Port PRTBX

600 Montgomery Street, Suite 4100, San Francisco, CA, United States 94111

Permanent Portfolio Aggressive Gr Port PAGDX,PAGHX,PAGDX.lw,PAGRX

600 Montgomery Street, Suite 4100, San Francisco, CA, United States 94111

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Jason Beckert

Merrill Lynch, Pierce, Fenner & Smith Inc.
Waxhaw, NC

Jay John

CFP(R), ChFC(R)
Faith Financial Planners of Maryland, Inc.
Fallston, MD
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Dustin Otradovsky

Senior Investment Analyst
Ameritas Investment Partners
Lincoln, NE